- 631-443-3482 (Pin: 96767)
- Serving in Phoenix, AZ
- 773-886-1257 (Pin: 32571)
- Serving in Phoenix, AZ
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From the Business : I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are...
50% Offer available VIEW OFFERFrom the Business : Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified port...
From the Business : SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides busines...
From the Business : I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored ...
From the Business : SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.
From the Business : Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understanding individual needs and crafting customized solutions that align with their aspirations. Whether it’s retirement planning, insurance coverage, or portfolio diversification, Soujanya empowers clients with knowledge and financial tools to mak...
From the Business : Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly establi...
From the Business : We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our b...
Offer available VIEW OFFERFrom the Business : My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services ...
1% Offer available VIEW OFFERFrom the Business : Finfree is a next-generation platform that has made investing easier and more accessible than ever before. We are committed to promoting social investing. In this path, we want to produce solutions that exceed expectations and create new values tailor-made for investment enthusiasts. We are passionate about what we do and strive for excellence in all the services we offer. We are constantly trying to improve and renew our tools so that our users can stay one step ahead in their investment choices. We listen to and care about the feedback from all of our users. We always prioritize t...
From the Business : I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million f...
From the Business : Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Deepak Malhotra can be of assistance to you. For more details contact him. We use unique approach to identify the areas where planning is required to save taxes. We plan for your future by advising you best way to manage ...
From the Business : Rashmi Satyadeo CPA in New York is specialized in Accounting services, financial consultant new york, Taxation services, Tax Preparation services, Book Keeping, Business Related services, Payroll Processing and Finance & Accounting Training. They are servicing throughout the United States and Canada. Some of the following services they are well versed are Business Incorporation, End Wage Garnishment, IRS (Internal Revenue Service) Audit, Past Tax Collection, Reduce IRS Penalties and Release IRS Levy. For years, Rashmi Satyadeo CPA has been providing high quality, personalized fi...
From the Business : NRI Tax Group provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
From the Business : With passion and carefulness, Texas FinServ Inc wants to save your money as well as develop your business. From bookkeeping to taxation, you will have a worry-free experience with our professional service and enjoy your time in our office. We are committed to provide you with high-quality service and less costs for using our services. Our success is based on your success. Contact us for a free consultation, to learn how we can save you time and money with our comprehensive for Businesses and Individuals Tax Preparations. 29 years of professional experience that expands over five co...
From the Business : Our principal, Arun Kaushal, began his ventures in 1987 as a Chartered Accountant in India. He became a Certified Financial Planner as well in 2007. His knowledge and skills allowed him to then start DAS Financials in 2015. Also, by being originally from India, he is also fluent in both English and Hindi. As a firm that is large enough to offer a full range of professional services, but small enough to give you the individual attention you deserve, we always treat you like a client who matters. We will thoroughly and conscientiously review your situation, and tailor our advice to y...
From the Business : EasyTaxFiler in Edison, NJ, is your go-to for making taxes easy! With a focus on small businesses and individuals, we offer top-notch tax consulting, advising, and financial services. Our team, specializing in tax strategy, is here to ensure your financial success. Let’s tackle those taxes together! We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the perso...
From the Business : At Shree Financials LLC, we are committed to empowering individuals and businesses with tailored financial and insurance solutions. Our comprehensive services include expert guidance in financial planning, risk management, and investment strategies, ensuring our clients achieve their financial goals with confidence.
From the Business : At Libre, we are here to support individuals who need personal help with their tax and business concerns. Whether you’re dealing with urgent financial issues or just looking to get more organized, we offer comprehensive solutions that bring you peace of mind. Our expert CxO services are designed to take the stress off your shoulders, allowing you to focus on what matters most. Get in touch today for a free estimate and let us help you achieve your goals.Why Choose Us for Your Tax, Bookkeeping, and Resolution Needs?Personalized Help: We are here for you—whether you need help sorting ...
From the Business : I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer free consultations to help you plan your finances, with the goal of helping our clients create a secure future for themselves and their loved ones. The company has helped over thousands of families across America reach their goals in less t...
From the Business : Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possib...
From the Business : I am one of the most distinguished Financial & Taxation Services in Milpitas, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Estate Planning,Finance & Accounting Training,Financial Planning,Payroll Processing,Tax Consultants Services,Tax Preparation ServicesOur offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their...
From the Business : Virtual Accounting and Tax Solutions Inc, based in Parsippany, New Jersey, provides a full range of tax preparation, accounting and bookkeeping services, either in your facility or at our location. Specialized in international taxation NRI taxation FBAR filing. Services offered include Tax Return Preparation, Tax Audit Representation, Strategic Tax Planning & Consulting, Transaction Structuring, Business Consulting, Financial Planning, Accounting & Bookkeeping Services, and payroll Service Bureau. I also provide 1.0 free review to potential client, high income earner c...
From the Business : Neelkanth Accountants provides outstanding service to clients because of dedication to the three underlying principles of professionalism, responsiveness, and quality. We specialize in: Income tax preparation for individual, small businesses, Business tax planning and consulting, Compilations and Reviews, Quick-books services (incl. training and setup), Bookkeeping and Payroll services, Sales tax and other statutory filings and many other services!
From the Business : Aarti Kapadia and I am a CPA and the owner of A.K. Accounting and Tax PLLC. Prior to starting my own firm, I spent several years in Corporate America in a variety of continually progressive roles in Finance and Accounting, including financial planni...
From the Business : Aishwarya Adyanthaya Financial Advisor growth and preservation of wealth are an important part of my conversations with my clients. As a Financial Advisor, I believe that managing wealth involves far more than managing an investment portfolio. Desig...
From the Business : Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their...
Excellent services, great knowledge and experienced professionals! They have all that you might need for the successful tax preparation. I am glad that I take their assistance for all my accounting needs. Thank you, guys, for the best solutions!
Quick. Knows his stuff. Very friendly.
Awesome service, available anytime, great knowledge
I am impressed by Mr. Jagdish Shaw's interest, Knowledge and follow up
Jagdish was very helpful to help me revise my taxes
Very professional, on-time response, easy to communicate and gives good return. Thanks for the help. Highly recommended.
I had great experience with Virtual account and tax solution. They are knowledgeable, friendly and very responsive.
I have been with Virtual accounting for last Sis years , there service is awesome, I am extremely satisfied , they answer your question even though off hours .
Great professionalism , always very accurate , great counselor. Always on top of things , always on time. Great knowledge of how to work out taxes personal and for the company. Highly recommended.
Jagdish Shah from Virtual Accounting is very professional and accurate with his work. Does everything on time and he is very knowledgeable. I highly recommend him.
I recommended Mr. Shah for tax consultations, he is very knowledgeable and has good work ethics and co-ordination skills. He not only prepared my taxes but also helped resolve the queries I received from the IRS after tax filing.
Great service! I did my tax returns through Jagdish and he was great, communicative and helpful through out the process. No errors and very knowledgeable. Will use the service again in the future.
We've been using Jay Shah from Virtual Accounting since 2016 and I can only say that it's been the best Accounting decision we've made. He's very thorough and prompt with his compilations and reports. We need to submit Financial Audits every year and Jay has been very diligently providing all extensive Bookkeeping reports to our CPA to assist him with the Audit. He also assists us with business forecasting, budgeting resources and utilizing receivables tracking mechanisms. All in all I would've given him a Seven Star rating if it was available.
We would really recommend this team for all tax needs. They were able to help us file our taxes on time and did not delay the process. They were available to answer questions and got back to us in a timely manner. Will definitely be using them year after year for our tax filing.
Jagdish and I provide tax and accounting services on various shared clients. He is very helpful and always makes time to provide viable solutions to clients. He is knowledgeable about the tax laws, very proactive in meeting deadlines, and provides great booking services.
I used Mr Jagdish's service for personal tax prep and he did an overall excellent job for a very reasonable price. My case was a little complicated and he was thorough in his manner and patient in answering my questions. I tried another service before him, rated highly on Sulekha and they were a horror story- weeks of back and forth, constantly having to follow up. In this business timeliness and communication are as important as skills and on that front, Mr Jagdish was very professional in his communication and quick to reply. As the name suggests, Virtual Accounting is a remote service and is completely online; I don't live in NJ (out of state) and that was no issue. No messy in-person meetings and physical mails! Definitely recommend!
I reached out to Mr.Jagdish as we were looking for some help this year. We had to file an additional state tax and we had a few additional questions this year and so we decided to pay for a CPA. I'm so glad we did! First, Mr.Jagdish is extremely professional and very responsive. He responded within 15 minutes of sending a generic request over email on a Saturday afternoon. Second, he sent timely reminders to send over additional documents so the process didn't stall for too long. Third, after completing our taxes he did a comparative analysis of how our taxes/withholding changed from the previous year. It helped us understand a few things about tax withholding and planning for next year. Fourth, we had some questions that required additional research and he was extremely thorough and charged a reasonable fee for his consultation. Finally, we are buying a home this year and we are going to schedule a follow up session to optimize our withholdings and retirement savings in order to avoid lumpy tax bill next season. As others have already stated in their reviews, he conducts his entire business virtually which is a great benefit in and of itself. After the initial conversation with him, I didn’t even bother with shopping around as I genuinely appreciated his responsiveness and professionalism. I highly recommend his firm!
Jay was kind enough to call me on a Sunday. I have been trying for months to get some answers regarding an overseas small business I inherited , tax implications, laws, and several other situations, including ones here the states. He was very patient and was able to provide some clarification and was of great assistance. I will be using his services in the foreseeable future. If you want someone who knows what they are doing, then I highly recommend this company.
I have been working with Mr.Jagdish Shah for filing my personal and business taxes for the last 3 years and I have had a great experience with tax filing. I have received excellent tax guidance and he has been very prompt in responding to any questions i had. I have seen substantial tax saving while working with Mr.Jagdish and would be working with him in the future as well. I have no hesitation to recommend him for your tax filing needs.
Been using their services over the past 3 years. Tony has been very professional with the services provided
Establishment with expirenced professionals and great customer service
Excellent customer service very professional and friendly.
Thank you, very nice people, good service and reasinable price
They are the Best place to file the Return and get maximum money back in Refunds.
Excellent and fast service. I saved a lot of taxes.
Excellent customer service, people are professional at affordable price. I would recommend anyone for the services.
Mr. Lakhani and the team are extremely courteous , I would recommend every body to contact Mr. Lakhani and enjoy the professional wisdom and financial advice.
Came in for my taxes and must say, tony is experience, informative and very helpful nature. Highly recommend
I'm grateful for Texas Finserv Inc. Excellent customer service, and extremely helpful. They are super responsive.
Excellent customer service, people were very friendly, courteous and professional. Very reasonable pricing and awesome job...highly recommended....
Very professional and knowledgeable tax personnel. They have made my filing very clear and easy.
Would definitely recommend to others very helpful and understanding. Helped me in everything I needed and very good service helped me understand everything and all questions I had.
I have been filing taxes for the past few years in Texas Finserv. Absolutely satisfied with the process. I will definitely suggest everyone to file taxes here.
Tanvir lakhani is a very professional individuals and expert in what he does. Texas finserv has been managing books and taxes for 3 of my companies
we filed our taxes with them for last 3 years, loved the honesty and hospitality that we recieved. Highly Recommended!
Texas FinServ is a one stop shop for tax planning, tax filing and consulting services . A team of Professionals, Efficient and diligent with reasonable pricing. Strongly recommend to anybody who is looking for the Tax and Accounting services
I am very happy with Texas FinServ services. Using them for several years.. Very knowledgeable team. We refer them to our friends all the time.
They’re very professional and they’re very efficient whenever I needed anything regarding my tax returns as well. I’d highly recommend!
I recomanded TEXAS FINSERV INC a best financial services in town. Very warm welcome and best customer care. One on one service basis ...Mr Tanwir ( Tony ) a very professional personality. On time service deliver.
Ali does a great job when doing our sales tax, and tax returns! Highly recommend coming to do your taxes!
Taxation filed at its best Smooth in and out process to file your taxes Tanveer lakhani very knowledgeable 35+ years of accounting experience great person to work with.
Tanvir and his team are one of the better accounting/ tax firms I have ever worked with. Would highly recommend them to anyone in need of accounting/ tax advisory service with excellent customer service.
Wonderful experience working with Texas Finserv, always kind and ready to help with any requirement 1 could think of. Indeed true they are the industry experts having vast knowledge and experience of Taxations, Audit, Formations, really helped us in having our operations smoth.
Starting your retirement planning early can make a substantial difference. The earlier you begin, the more time you have to grow your savings and investments. Financial planning should include setting clear goals, understanding your retirement needs, and creating a strategy to achieve them. This includes considering factors like inflation, healthcare costs, and potential changes in your lifestyle.
Planning for retirement is a crucial step in securing your financial future. Among the various retirement savings options, 401(k) plans stand out due to their tax advantages and employer contributions. However, choosing between a Roth 401(k) and a Traditional 401(k) can be challenging. This guide will help you understand the key differences and benefits of each, so you can make an informed decision. What is a 401(k)?
